Ameritas Advisory Services’s Virtus Total Return Fund ZTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Sell |
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|
2025
Q1 | $106K | Hold |
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|
2024
Q4 | $106K | Sell |
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|
2024
Q3 | $142K | Sell |
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|
2024
Q2 | $144K | Sell |
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|
2024
Q1 | $151K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $161K | Buy |
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|
2023
Q2 | $192K | Buy |
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|
2023
Q1 | $198K | Sell |
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|
2022
Q4 | $345K | Buy |
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|
2022
Q3 | $154K | Buy |
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|
2022
Q2 | $191K | Hold |
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|
2022
Q1 | $230K | Buy |
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|
2021
Q4 | $192K | Buy |
|